The earnings call highlighted strong revenue growth, significant new client wins, and continued innovation in product offerings. However, the company faces some challenges in cash flow and expects pressure on gross margins moving forward. Overall, the highlights significantly outweigh the lowlights, indicating strong business momentum.

Company Guidance

During the first quarter of 2025, Olo Inc. exceeded its revenue and non-GAAP operating income guidance, adding approximately 2,000 new locations to reach a total of about 88,000 active locations. The company reported a 21% year-over-year increase in total revenue, amounting to $80.7 million, and a 20% increase in platform revenue. The gross revenue retention was above 98%, with a net revenue retention of 111% and a 12% year-over-year growth in Average Revenue Per User (ARPU), reaching approximately $911. Olo's gross profit rose by 18% year-over-year to $49.2 million, achieving a gross margin of 60.9%. The company also announced new customer signings, including a Catering Plus pilot with Chipotle and a full deployment deal of Olo Pay card-present with an existing publicly-traded enterprise customer. For the second quarter of 2025, Olo projects revenue between $82 million and $82.5 million, with non-GAAP operating income ranging from $11.5 million to $11.8 million. The full-year 2025 revenue is expected to be between $338.5 million and $340 million, with non-GAAP operating income anticipated between $48.6 million and $49.8 million.

Revenue and Growth Exceeds Expectations

Olo exceeded the high end of their revenue and non-GAAP operating income guidance ranges with a total revenue of $80.7 million for Q1 2025, which represents a 21% increase year-over-year.

Significant Client Wins and Expansion

Olo signed a Catering Plus pilot with Chipotle and a full deployment deal for Olo Pay card-present with an existing publicly-traded enterprise customer. They added approximately 2,000 new locations in Q1, reaching around 88,000 active locations.

ARPU and Net Revenue Retention Growth

Average Revenue Per User (ARPU) increased by 12% year-over-year, and net revenue retention was 111%, with gross revenue retention above 98%.

Introduction of New Product Features

Olo launched several new features including the beta launch of Olo Guest Intelligence (OGI), and Catering Plus calendar feature, alongside the integration with additional loyalty partners.

Strong Financial and Operational Performance

Olo achieved a GAAP profitability of $0.01 per share, and non-GAAP operating income was $11.5 million, marking a strong operational performance.

Olo (OLO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OLO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.08 / -	0.06	―	―	―
Aug 04, 2025	2025 (Q2)	0.07 / 0.07	0.05	40.00% (+0.02)	―	―
May 08, 2025	2025 (Q1)	0.06 / 0.07	0.05	40.00% (+0.02)
Feb 25, 2025	2024 (Q4)	0.07 / 0.06	0.05	20.00% (<+0.01)
Nov 07, 2024	2024 (Q3)	0.05 / 0.06	0.04	50.00% (+0.02)
Jul 31, 2024	2024 (Q2)	0.05 / 0.05	0.04	25.00% (+0.01)
May 07, 2024	2024 (Q1)	0.04 / 0.05	0.03	66.67% (+0.02)
Feb 21, 2024	2023 (Q4)	0.05 / 0.05	0.03	66.67% (+0.02)
Nov 06, 2023	2023 (Q3)	0.04 / 0.04	0.02	100.00% (+0.02)
Aug 01, 2023	2023 (Q2)	0.02 / 0.04	0.01	300.00% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OLO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$10.36	$10.38	+0.19%
May 08, 2025	$8.05	$8.65	+7.45%
Feb 25, 2025	$6.58	$6.86	+4.26%
Nov 07, 2024	$5.69	$5.74	+0.88%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Olo (OLO) report earnings?

Olo (OLO) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Olo (OLO) earnings time?

Olo (OLO) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is OLO EPS forecast?

OLO EPS forecast for the fiscal quarter 2025 (Q3) is 0.08.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing